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Case Study: General Contracting Company Builds Revenue Intelligence Foundation to Support Ambitious Growth

Executive Summary A mid-sized general contracting company engaged Withum to improve its use of Microsoft Dynamics 365 and develop clearer reporting across its revenue operations. The initial concept focused primarily on CRM optimization, data consolidation and dashboards. Through stakeholder discovery and strategic validation, however, the engagement revealed a larger opportunity. The company was preparing for…

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Car, Money and calculator
Beyond the Showroom: How Dealerships May Qualify for the R&D Tax Credit

Dealerships may not traditionally view themselves as performing Research and Development (R&D), but technology development is becoming a larger part of how some dealership groups operate. Dealers are routinely investing in customized software, artificial intelligence, data analytics, system integrations and automation to improve inventory management, vehicle acquisition, customer engagement and other operations. Some of the…

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Washington State Tax Updates

For the latest news and updates on Washington state and local tax.

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Maine State Tax Updates

For the latest news and updates on Maine state and local tax.

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Utilizing financial forecasting to plan for future growth
Decide Before You Have To: Why Scenario Planning Is Essential for Not-for-Profits

Grants and funding streams are shifting faster than annual budgets can keep up. Not-for-profit organizations cannot predict every disruption, but they can decide how they will respond before financial pressure forces the issue. Scenario planning provides a practical way to do that. Why Scenario Planning Matters What happens if a major grant is delayed or…

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AI and the R&D Tax Credit: Which Activities May Qualify?

Artificial intelligence (AI) is rapidly transforming industries by helping businesses automate repetitive processes, improve decision-making and develop innovative products and services. As organizations invest significant resources into AI initiatives, many are asking whether these activities may qualify for the federal Research & Development (R&D) Tax Credit under Internal Revenue Code (IRC) Section 41. The answer…

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Patrick Schroll
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Farrukh Alimov
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